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Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $3,128 | $83,337-96.2% | $67,834-95.4% | $273,972-98.9% |
| Participation rate | 0.0% | 76.4%-76.4pp | 68.8%-68.8pp | 83.0%-83.0pp |
| Annual return | -1.50% | 259.45%-260.9pp | 138.47%-140.0pp | 41.46%-43.0pp |
| Employer contribution / active EE | $0 | $3,287-100.0% | $2,403-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $0 | $4,088-100.0% | $3,160-100.0% | $5,287-100.0% |
| Admin fee / account holder | $48 | $6,752-99.3% | $4,622-99.0% | $10,133-99.5% |